See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,525 | $167,307-17.2% | $143,757-3.6% | $134,475+3.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.75% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $5,322 | $5,619-5.3% | $4,951+7.5% | $4,740+12.3% |
| Participant deferral / active EE | $5,831 | $6,446-9.5% | $5,637+3.4% | $6,400-8.9% |
| Admin fee / account holder | $3,034 | $18,088-83.2% | $14,673-79.3% | $11,426-73.4% |